1273 Insurance Broking Jobs - Page 40

A bancassurance professional is responsible for providing banking and insurance services to customers. This includes consultation to understand the customer's financial needs and recommend the best products to suit their requirements.

Role & responsibilities 1. Client Relationship Management: a. Serve as the lead point of contact for all customer account management matters. b. Build and maintain strong, long-lasting client relationships. c. Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. 2. Sales and Business Development: a. Oversee a portfolio of assigned customers. b. Develop new business from existing clients. c. Actively seek new sales opportunities. d. Identify areas of improvement to meet sales quotas. 3. Cross-Functional Collaboration: a. Collaborate with internal departments (including Customer Service and Product Development) to improve the entire customer experience. b. Prepare sales reports and communicate progress to internal and external stakeholders. 4. Consumer Insights: a. Answer client queries promptly. b. Collect and analyze data to understand consumer behavior. c. Identify opportunities for upselling and cross-selling among existing customers. 5. Occasional Travel: a. This position may require occasional travel. Qualifications: Familiarity with account management software (CRM). Excellent client communication skills. Ability to meet ambitious individual and team-wide sales quotas Experience Worked in Hospital / Insurance company / TPA 1 to 3 years. ( added advantage ) Additional Skills. Strong verbal skills Strong problem-solving skills and enthusiasm for new tasks and challenges Relationship building skills. Ability to multitask and prioritize, with a strong work ethic and attention to detail Ability to operate with a high level of confidentiality and professionalism

Process:- SBI LIFE INSURANCE (Telesales) Good Communication Freshers/Experienced both can apply. Min qualification- Graduate Freshers or any Telesales experience with Excellent Comms skills Shift: 9:30AM to 6:30PM Desired Candidate Profile:- Min qualification-HSC 15,000 to 30,000 in hand (Salary will be closed on the basis of the candidates skillset and previous package) How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Rohan:- 8177871758

Designation: Relationship Manager Job Purpose: To offer customized insurance solution to the customers for all their financial needs and act as an interface between customer and company. Key Responsibilities: To direct sell to the customers via appointments. To ensure that leads/ appointments allocated by the call center are attended and revenue is generated To ensure Self Sourcing Targets are achieved To ensure business Reporting, MIS on sales call ( LMS) , Lead Utilization and conversion are updated and maintained on a daily basis Experience Required : Minimum 6 months of field sales exp or banking / insurance experience (or) Life Insurance Direct Sales experience preferred. If your Interested, Kindly What'sapp your resume to 7975945925 or mail ID : harshitha.bj@edelweisslife.in Thanks & Regards Harshitha Human Resource

Manage Non-EB insurance lines Retain and grow key corporate client relationships Float competitive quotes & negotiate with insurers Conduct risk inspections & support smooth claims Handle premiums, documentation & MIS reports Exp: 3–8 Yrs in GI Sales

Key Roles &Responsibilities To develop Advisors network) in his/her area of operation. To train/mentor Advisors about product and process. To handle and resolve channel partner queries in time Meet Customers with Channel partners for fresh sales and servicing issues. Key Requirements Education & Certificates Graduate/Post Graduate Key Requirements - Experience &Skills - 6 months - 8 years of Sales experience in Insurance/Bank/NBFC/retail sales/Pharma or any other field sales Local market geography knowledge is mandatory Age- up to 35 yeras Remarks The details of this position are confidential. The decision to change / modify the specifications is at managements discretion Contact For More Info Milki Bisht - 9151206474 or share your cv at milki.bisht@nlbtech.in

Position Assistant/Associate-Agency Manager Location PAN India Department Retail Business Group Cost Centre Agency Health Reporting Branch Manager Level FLS Our Vision To be the most admired insurance company that enables the continued progress of customers by being responsive to their needs Our Values Sensitivity Excellence Ethics Dynamism About HDFC Ergo General Insurance Co., Ltd., HDFC ERGO General Insurance Company Ltd. is a joint venture between HDFC Ltd., Indias premier Housing Finance Institution and ERGO International AG, the primary insurance entity of Munich Re Group. The Company offers complete range of general insurance products ranging from Motor, Health, Travel, Home and Personal Accident in the retail space and customized products like Property, Marine and Liability Insurance in the corporate space We are seeking highly motivated and talented individuals to be associated with us in our Journey and support in achieving our goals and objectives. Key Roles &Responsibilities To develop Advisors network) in his/her area of operation. To train/mentor Advisors about product and process. To handle and resolve channel partner queries in time Meet Customers with Channel partners for fresh sales and servicing issues. Key Requirements – Education & Certificates Graduate/Post Graduate Key Requirements - Experience &Skills - 6 months - 8 years of Sales experience in Insurance/Bank/NBFC/retail sales/Pharma or any other field sales Local market geography knowledge is mandatory Age- up to 35 yeras Remarks The details of this position are confidential. The decision to change / modify the specifications is at management’s discretion Call For More info Milki bisht 9151206474 or Share your cv at milki.bisht@nlbtech.in

Generate leads through on-ground activities in designated areas Convert leads into insurance policy sales or premium acquisitions Meet and exceed monthly and quarterly sales targets Build strong customer relationships Reporting Required Candidate profile Minimum 1 year of field sales experience in any industry ( Must be Localite must have own bike need immediate joiner 100%JOB STABILITY

Urgent Opening for_ Agency Development Manager- (Agency Sales) Company: Max Life Insurance Profile: Agency Development Manager (Agency Channel) Location: Noida, Gurugram, Ghaziabad, Vaishali, Delhi/Ncr Salary: As per comp. Product: Life Insurance Must be Life Insurance experience Field Sales Experience: Work experience of 2-6 years in Life Insurance - Corporate Sales Knowledge and expertise in Life Insurance and Broking. Competencies / Skills Required: * Bachelor's degree or higher in Business Administration, Sales, Marketing, or a related field * 3+ years of experience in agency development, team management, and sales with Life Insurance products * Excellent communication and interpersonal skills, with the ability to motivate and train agents effectively * Demonstrated expertise in developing and executing strategies to drive insurance sales growth * Thorough knowledge of the life insurance industry and current market trends * Ability to work independently and solve problems creatively * Strong organizational and time-management skills * Ability to achieve the target. * Lead generate. If you are interested send me your updated resume to sunita.kumari@upgrad.com and call Sunita @ 9211785076

Candidate shall be working closely with U.S based producers and Client Service Representatives to ensure timely, accurate & professional handling of all client and carrier-facing documentations. Role & responsibilities Commercial Submission Processing Review insurance submissions for completeness (ACORDs, loss runs, supplements). Enter client data into CRM (e.g., named insured, FEIN, class codes, payroll). Submit cases to designated carriers using portals or email as instructed. Log all submissions and communications into the CRM with appropriate time stamps. Certificates of Insurance (COIs) Generate COIs using Empire-approved templates or carrier portals. Verify policy status, coverages, and additional insured endorsements. Email finalized certificates to CSR/producer and log issuance in CRM. Policy Changes & Endorsements Receive endorsement/amendment instructions from CSRs. Verify details and submit requests to carriers. Track status, log activity in CRM, and notify CSRs upon completion. Renewal Processing Monitor 90-day renewal timelines and track expiring accounts. Request quotes, update policy data, and prepare renewal comparisons. Coordinate remarketing efforts when needed. Loss Runs & Supplemental Documents Upload and label documents accurately (e.g., LossRuns_2019-2023). Flag missing years or gaps and notify the CSR. Perform loss pick analysis when required. Cold Calling Support Make 75 -100 calls daily to independent agencies (Trusted Choice database). Qualify leads, educate brokers about PEO services, and refer to U.S. Producers. Log call notes in CRM and send lead referral emails using approved templates. Required Skills Excellent written and spoken English communication Attention to detail and organizational accuracy Familiarity with CRM systems and document management Strong time management and task tracking Ability to follow SOPs and escalate unclear requests Desired profile a) Fluent in English to call U.S customers and employees. A candidate studied in English medium school through out. b) Ready to work in U.S Shift timings c) Flexible & Trainable Preferred candidate profile i) Having worked for United States Insurance product.

Handle the 2 branches of HDFC bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales Mandatory Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Industry :- Insurance Designation :- Area Manager - OEM Channel ( Motor Insurance ) Work Location :- Ahmedabad Roles and Responsibilities Manage dealer sales performance, identifying areas for improvement and implementing strategies to increase revenue. Develop and maintain strong relationships with dealerships, ensuring effective communication and issue resolution. Oversee dealer network management, including recruitment, training, and development of new dealerships. Analyze market trends and competitor activity to inform business decisions on product offerings and pricing. Ensure compliance with company policies, procedures, and regulatory requirements. Desired Candidate Profile 5-10 years of experience in insurance industry or related field (motor insurance). Strong understanding of general insurance products (OEM channel) or vehicle insurance (four wheeler). Proven track record in dealer channel management or dealership management. Excellent communication skills for building strong relationships with dealerships. Ability to analyze data to drive business growth. For more details or to apply for this opportunity email your updated Resume or CV on nitish.o3hire@gmail.com

Job Responsibilities 1) Advisers/Agents are appointed to generate business by selling Health insurance. 2) Recruit, train agents and generate business through them in the assigned region. 3) Responsible for licensing & tracking activation of the same regularly. 4) Interdepartmental Coordination with other departments such as U/W, Claims, & Operations. Preferred candidate - 1) At least 1 year of on field sales experience in Agency / any Insurance product. (other industry) 2) Good Stability. Candidate should have completed at least of 1 year in current organization. 3) Candidates with operation background will not be fit for this job profile. 4) Need to work on 100% on-field for sales of health policies. Benefits - 1) 5 Days working (Saturday & Sunday off) 2) Travelling / Petrol Reimbursement. 3) Candidates be on the payroll of organization . If you are Interested , share the Updated CV 9997825481.

Preferred candidate Recruit, train agents and generate business through them in the assigned region At least 1 year of on field sales experience in agency/ insurance product Good stability Need to work 100% on field sales of health policies

We are seeking a talented individual to join our UK C&C team at Marsh. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Analyst - Insurance Operations An opportunity to understand end to end lifecycle for UK Insurance Broking. A place to enhance your knowledge on work which is undergoing transition. In the first month, we expect you to understand the service or process. Learn about risk associated with service and deeper understanding of workflow by the end of second month of joining and within three months we would want you to become a process expert with knowledge on at least one of the Lines of Business. We have robust training around understanding insurance concepts and business knowledge. Learn about new system and process. Enhance your skills via various development programs offered in-house. Opportunity to build on your insurance knowledge through CII course All benefits as per the location HR policy will be applicable We will count on you to: Manage own queue of work to ensure timely delivery on all cases as per SLA Understand and process cases as per process guidelines and checklist Deliver on KPI s as per company standards Escalate delays and queries appropriately after due investigation Responsible for creation of SOPs for new processes, update process manuals Perform quality checks as per process requirement Identify opportunities for process improvements with a view to provide better client services Participate in process update sessions, Process Knowledge Tests, training and coaching sessions Ensure adherence to policies & procedures as per organization s standards and SOPs Ensure operational risks are highlighted on time and escalates the same to proper authorities for corrective action Adhere to data and information security guidelines What you need to have: Good verbal and written communication skills Attention to detail Ability to learn new processes and systems, ability to adapt to change Ability to prioritize and organize tasks Ability to work independently and as a part of a team Graduate 3-6 years of experience in insurance broking domain What makes you stand out Analytical ability Good working knowledge of MS Office particularly Word & Excel Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as we'll as benefits and rewards to enhance your we'll-being

Role Overview We are seeking a dynamic and analytical Product Manager Insurance who will be responsible for end-to-end product lifecycle management—from ideation and research to launch and iteration. You will play a pivotal role in building and managing insurance products that cater to the evolving needs of customers and partners. Key Responsibilities Own the strategy, roadmap, and execution of insurance product offerings (Health, Life, or General Insurance). Conduct market research and competitor analysis to identify opportunities and gaps. Collaborate closely with underwriting, legal, operations, tech, design, and sales teams to design customer-first products. Define product features, write detailed PRDs (Product Requirement Documents), and manage development sprints with tech teams. Liaise with insurance partners (Insurers, TPAs, Brokers) for co-creation, pricing discussions, and regulatory alignment. Monitor product performance through data analytics, feedback, and experimentation; iterate to improve adoption, retention, and profitability. Ensure compliance with IRDAI guidelines and other relevant insurance regulatory norms. Lead go-to-market planning with marketing and distribution teams, ensuring successful product launch and positioning. Serve as the voice of the customer within the organization, ensuring every product solves real user pain points. Qualifications & Skills Bachelor’s degree in Engineering, Business, or related field; MBA preferred. 4–8 years of overall experience, with at least 2–4 years in insurance product management. Strong understanding of the Indian insurance ecosystem, digital distribution models, and regulatory landscape. Experience working with cross-functional teams in a high-growth or startup environment. Ability to break down complex problems and drive data-driven decision making. Excellent communication, stakeholder management, and presentation skills. Knowledge of Agile/Scrum methodology and familiarity with tools like Jira, Confluence, Figma, etc.

Role Overview We are seeking a dynamic and analytical Product Manager Insurance who will be responsible for end-to-end product lifecycle management—from ideation and research to launch and iteration. You will play a pivotal role in building and managing insurance products that cater to the evolving needs of customers and partners. Key Responsibilities Own the strategy, roadmap, and execution of insurance product offerings (Health, Life, or General Insurance). Conduct market research and competitor analysis to identify opportunities and gaps. Collaborate closely with underwriting, legal, operations, tech, design, and sales teams to design customer-first products. Define product features, write detailed PRDs (Product Requirement Documents), and manage development sprints with tech teams. Liaise with insurance partners (Insurers, TPAs, Brokers) for co-creation, pricing discussions, and regulatory alignment. Monitor product performance through data analytics, feedback, and experimentation; iterate to improve adoption, retention, and profitability. Ensure compliance with IRDAI guidelines and other relevant insurance regulatory norms. Lead go-to-market planning with marketing and distribution teams, ensuring successful product launch and positioning. Serve as the voice of the customer within the organization, ensuring every product solves real user pain points. Qualifications & Skills Bachelor’s degree in Engineering, Business, or related field; MBA preferred. 4–8 years of overall experience, with at least 2–4 years in insurance product management. Strong understanding of the Indian insurance ecosystem, digital distribution models, and regulatory landscape. Experience working with cross-functional teams in a high-growth or startup environment. Ability to break down complex problems and drive data-driven decision making. Excellent communication, stakeholder management, and presentation skills. Knowledge of Agile/Scrum methodology and familiarity with tools like Jira, Confluence, Figma, etc.

• To sell Life insurance products through the assigned Bank branches by building long term relationship with the bank. • At least 3 year of Sales experience in Insurance or Banking Sector • Good Communication Skill

We are hiring a Area Sales Manager – Group Broking Channel to drive group insurance Build and manage broker relationships in the region Drive group insurance sales via brokers Onboard and activate high-potential brokers

Selling life insurance against loan. Managing Bank business on daily basis by visiting points of sales in set existing relationships within a defined territory by meeting branch managers, loan officers, and regional managers. Required Candidate profile minimum 1 y experience in Life insurance any channel Or Loan Sales from any BFSI / NBFC Company( HL,Business, MSME,LAP) age max 33 call/whatsapp- 7008628064 (Tapaswini)

Roles and Responsibilities Recruit, train, and manage a team of agents to achieve business targets. Manage relationships with existing clients, identifying opportunities for upselling and cross-selling life insurance products. Develop and execute strategies to grow agency channel sales through tied and direct channels. Collaborate with internal stakeholders to resolve customer complaints and improve overall service quality. Analyze market trends and competitor activity to stay ahead in the competitive BFSI landscape. Desired Candidate Profile 2-5 years of experience in agency development, sales, or management within the BFSI industry (insurance broking). Strong understanding of tied channel distribution networks for life insurance products. Excellent communication skills with ability to build strong relationships with customers at all levels. Proven track record of success in recruiting, training, and managing high-performing teams.

*01 Yr Life Insurance sales experience *Candidates should have good Network and connect with local market *Proven track record in the past jobs *Target achiever and good in stake holder management *Son of soil having good network. Required Candidate profile *Must have Graduate Degree *At least 01 years experience in Life Insurance sales *Flair for sales and must be target oriented *Should have valid Driving licensee and own vehicle

* Must life Insurance Experience. * Good Communications skill is must * Core Responsibility to generate insurance business * Build Strong Professional synergies with Banking partner * Meeting assigned targets and generate leads Required Candidate profile * Minimum 01 yr to 4yr Sales experience in Banking/BFSI/ Insurance Sector/ * Must have Experience in life insurance * Immediate joining will be preferred

* Having Min 1yr experience in life insurance. *Sell life insurance products to new clients. *strong sales track record, excellent communication skills, and passion for customer service. *Lead Conversion. *Customer Service. *Relationship Building. Required Candidate profile Must be Graduate Son of Solid with good local market networking and geographical knowledge 01 Years banking sales/ Insurance sales experience is must

* Must life Insurance Experience. * Good Communications skill is must * Core Responsibility to generate insurance business * Build Strong Professional synergies with Banking partner * Meeting assigned targets and generate leads Required Candidate profile * Minimum 01 yr to 5yr Sales experience in Banking/BFSI/ Insurance Sector/ * Must have Experience in life insurance * Immediate joining will be preferred